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McKinley Carter Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

McKinley Carter Wealth Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
+1,365
New +$313K 0.02% 272
2026
Q1 		– Sell
-1,259
Closed -$277K – 329
2025
Q4 		$277K Sell
1,259
-1,297
-51% -$283K 0.02% 283
2025
Q3 		$552K Hold
2,556
– – 0.03% 214
2025
Q2 		$523K Sell
2,556
-8
-0.3% -$1.55K 0.03% 210
2025
Q1 		$497K Buy
2,564
+8
+0.3% +$1.59K 0.03% 206
2024
Q4 		$501K Hold
2,556
– – 0.03% 198
2024
Q3 		$506K Hold
2,556
– – 0.03% 208
2024
Q2 		$467K Buy
2,556
+42
+2% +$7.56K 0.03% 216
2024
Q1 		$459K Hold
2,514
– – 0.03% 215
2023
Q4 		$428K Sell
2,514
-95
-4% -$15.3K 0.03% 216
2023
Q3 		$405K Hold
2,609
– – 0.03% 223
2023
Q2 		$424K Sell
2,609
-70
-3% -$11K 0.03% 220
2023
Q1 		$413K Sell
2,679
-70
-3% -$10.7K 0.03% 221
2022
Q4 		$417K Hold
2,749
– – 0.04% 219
2022
Q3 		$372K Buy
2,749
+340
+14% +$50.6K 0.03% 214
2022
Q2 		$346K Sell
2,409
-2,036
-46% -$310K 0.03% 233
2022
Q1 		$721K Buy
4,445
+1,880
+73% +$303K 0.06% 171
2021
Q4 		$441K Buy
2,565
+129
+5% +$21.3K 0.03% 203
2021
Q3 		$374K Buy
2,436
+986
+68% +$157K 0.03% 215
2021
Q2 		$224K Hold
1,450
– – 0.02% 267
2021
Q1 		$213K Hold
1,450
– – 0.02% 277
2020
Q4 		$205K Buy
+1,450
New +$197K 0.03% 256
2020
Q1 		– Sell
-2,072
Closed -$258K – 181
2019
Q4 		$258K Hold
2,072
– – 0.06% 143
2019
Q3 		$248K Hold
2,072
– – 0.06% 144
2019
Q2 		$239K Buy
+2,072
New +$232K 0.06% 144
2018
Q2 		– Sell
-1,450
Closed -$147K – 374
2018
Q1 		$147K Buy
+1,450
New +$150K 0.05% 184

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McKinley Carter Wealth Services's VIG Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,365 shares worth $323K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in VIG as recently as Q4 2025.

McKinley Carter Wealth Services first reported a position in VIG in Q1 2018 and has held it in 26 quarters since. The position peaked at $721K in Q1 2022. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • McKinley Carter Wealth Services held 1,365 shares of Vanguard Dividend Appreciation ETF worth $323K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new McKinley Carter Wealth Services position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #272 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 26 quarters since.
  • McKinley Carter Wealth Services's Vanguard Dividend Appreciation ETF position peaked at $721K in Q1 2022.
  • 2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.